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DocuSign + Loops Integrations

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Connect DocuSign to Loops
Example workflows
Inspirational workflows
Triggers and actions
DocuSign + your other apps
Loops + your other apps
Related blog posts
FAQ

DocuSign + Loops integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Use any of these Loops actions in your Relay.app workflows.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Use any of these Loops actions in your Relay.app workflows.

Overview

Connect DocuSign to Loops in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, Loops, and many other popular SaaS applications.

Check below for example workflows using DocuSign and Loops, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + Loops workflows

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Automatically get or create contact in Loops for each envelope added in DocuSign

Try it

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Update contact automatically in Loops for each envelope added in DocuSign

Try it

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Send event automatically in Loops for each envelope added in DocuSign

Try it

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Automatically send transactional email in Loops for each envelope added in DocuSign

Try it

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Create or update contact automatically in Loops for each envelope added in DocuSign

Try it

Inspirational workflows

Visit the template gallery ➔

Webinar Signup Processor

Automatically process webinar registrations and send confirmation and reminder emails

Notion CRM with Automations for Real Estate

Relay.app workflow screenshot: Notion CRM with Automations for Real Estate

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Loops Actions

Contact

playlist_add

Add contact to list

library_add

Create or update contact

Find contact(s)

add

Get or create contact

send

Send event

send

Send transactional email

edit

Update contact

Mailing list

Find mailing list(s)

Loops Triggers

No Loops triggers yet

Request trigger

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Loops integration

Select a trigger in DocuSign

Select an action in Loops

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Loops to your other apps

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Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to Loops with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Loops to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Loops to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to Loops?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Loops—give it a try and let us know what you think.

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via email

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